Mariner
VPU

Mariner’s Vanguard Utilities ETF VPU Stock Holding History

Mariner’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.16M Buy
41,205
+19,726
+92% +$3.83M 0.01% 835
2025
Q4 		$3.97M Buy
21,479
+1,893
+10% +$363K ﹤0.01% 1115
2025
Q3 		$3.71M Buy
19,586
+497
+3% +$91K ﹤0.01% 1069
2025
Q2 		$3.37M Buy
19,089
+2,863
+18% +$494K ﹤0.01% 1040
2025
Q1 		$2.77M Buy
16,226
+4,902
+43% +$828K ﹤0.01% 1068
2024
Q4 		$1.85M Buy
11,324
+447
+4% +$76.5K ﹤0.01% 1261
2024
Q3 		$1.89M Sell
10,877
-146
-1% -$23.5K ﹤0.01% 1218
2024
Q2 		$1.63M Buy
11,023
+21
+0.2% +$3.13K ﹤0.01% 1218
2024
Q1 		$1.57M Buy
11,002
+1,062
+11% +$144K ﹤0.01% 1234
2023
Q4 		$1.36M Buy
9,940
+2,007
+25% +$265K ﹤0.01% 1243
2023
Q3 		$1.01M Buy
7,933
+37
+0.5% +$5.17K ﹤0.01% 1317
2023
Q2 		$1.12M Sell
7,896
-233
-3% -$34.1K ﹤0.01% 1235
2023
Q1 		$1.2M Sell
8,129
-2,917
-26% -$432K ﹤0.01% 1184
2022
Q4 		$1.69M Sell
11,046
-759
-6% -$112K 0.01% 995
2022
Q3 		$1.68M Buy
11,805
+659
+6% +$105K 0.01% 846
2022
Q2 		$1.7M Buy
+11,146
New +$1.75M 0.01% 755
2022
Q1 		– Sell
-10,428
Closed -$1.63M – 1405
2021
Q4 		$1.63M Buy
+10,428
New +$1.54M 0.01% 702

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return